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Roofing CRM software

Olynx brings AI roof measurements, quoting, e-signed contracts, invoicing and payments into one platform — built for residential and commercial roofing contractors.

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Measure roofs with AI, quote in minutes, close more jobs.

What changes when a roofing business runs on Olynx.

4.2x

closes per quote

Sign-in-the-driveway beats "I'll email it Monday".

$60

saved per EagleView report

Internal take-off with the same Pythagorean math.

24/7

storm leads captured

AI receptionist handles 2 a.m. leak calls.

48 hr

from close to $0 balance

Claim packet + homeowner pay in parallel.

The same day, before and after.

Today
  • Climbing the roof or paying EagleView every time you quote.
  • Slow quotes that lose the lead to a faster competitor.
  • Manual tracking of policies, warranties and insurance deductibles.
  • Bad material orders: short on bundles at the jobsite or mis-sized dumpsters.
  • Crews uncoordinated on big jobs — who installs starter, who lays the ridge cap.
  • Collections drag because the invoice doesn't ship the day the job closes.
With Olynx
  • Automatic take-off: trace the roof on the map and get area, pitch and waste without climbing.
  • Live quote built from your shingle, underlayment, flashing and labor pricebook.
  • E-signature contracts sent to the homeowner from your phone in the driveway.
  • Online payments with deposit + balance, auto-reconciled with QuickBooks.
  • Attic ventilation NFA calculation (intake/exhaust split) per local code.
  • Tear-off tonnage + correctly-sized dumpster reserved automatically.
  • Steep-pitch labor premium (+15% at 7-9/12, +40% at 10+/12) applied automatically.
  • Bilingual AI receptionist answers leak emergencies 24/7 while you're on a roof.
Your kit

The 8 tools you use every day.

01

90 seg

vs 25 min on the roof + $60 EagleView

AI take-off from plan or satellite

Climbing the roof, scale ruler, calculator and cold coffee = 25 min per quote. EagleView charges $60/report and takes 24 hr. If you miss pitch or area, you lose the job (3 faster quotes beat yours) or you lose margin.

Upload satellite or PDF plan → Gemini detects scale → trace the roof outline in 6 clicks → Olynx converts horizontal footprint to true slope area with √(rise² + 144)/12 — the same Pythagorean math EagleView uses. Works offline (PowerSync) so you measure on site without signal.

  • AI Blueprint Analyzer: Gemini auto-detects plan scale
  • Material per brand with real coverage (bundles/square per product line)
  • Waste % per intersection: rake, hip, open valley, closed valley
  • IWS in slope distance (36" horizontal at 12/12 = 51" slope = 2 rows)
  • Starter strip + ridge cap by LF measured directly from the map
  • Story-based delivery adder (1/2/3) when crane or boom truck needed
  • Chat with the plan: "how many planes does this roof have?"
  • Auto-extracts material quantities straight to the estimate
Tuesday 9:15 a.m. Fresh lead from your site. Open Olynx on phone, type address, trace roof outline in 6 clicks — yellow + blue lines draw themselves. 90 seconds later you have 47 material lines with area, pitch, IWS rows, bundles per brand and waste — ready to send before lunch.
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02

1 seg

→ 47 defensible lines vs Excel

Estimates with 14 Expert calculators

Quoting in Excel = guessing pitch multipliers, valley waste, OSHA steep-pitch premium. A bad quote on a $15K job = $2,300 of margin gone. And worse: your crew quotes different than your competitor next door.

The Roofing Expert calculator is backed by real codes (IRC R905, GA-214, ASHRAE 62.2). Every line is traceable — `calcBasis` tells you which code each number comes from. 351 automated tests on the logic so you don't lose margin or defensibility with the customer or the CPA.

  • Pitch multiplier √(rise²+144)/12 auto-applied
  • IRC attic ventilation NFA (intake/exhaust split)
  • Steep-pitch labor premium: +15% at 7-9/12, +40% at 10+/12
  • Tear-off tonnage by layers with disposal cost per dumpster size
  • High-wind zone upgrade (nailing pattern + premium shingles)
  • OSHA fall protection adder when pitch > 6/12 or stories > 1
  • Each line with `calcBasis` traceable to source code
Input "2,000 sqft footprint, pitch 8/12, 130mph wind, 2 stories, tear-off 2 layers". Olynx generates 47 lines in 1 second: 25 bundles Owens Corning Duration architectural, 14 rolls synthetic underlayment, 5 rolls IWS, ridge vent 38 LF, OSHA harness adder, 7.4 tons tear-off + 30-yard dumpster. Total $14,820 defensible line by line.
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03

$4,186

/storm night captured

Oly Voice — bilingual AI receptionist 24/7

A hail night = 20-40 calls. You sleep. Each missed call is worth $400 (leak) to $14,200 (insurance claim). Monday morning your competition has 14 inspections booked because their phone answered.

Olynx Calls uses LiveKit + bilingual voice AI to answer every call 24/7. Differentiates active leak vs quote, captures insurance carrier + claim # + deductible on the call, transfers to on-call if urgent and records everything with transcript for the adjuster.

  • Detects active leak vs routine inspection and prioritizes emergency
  • Captures insurance carrier, claim # and deductible on the call
  • Transfers to your cell if urgent; books if it can wait
  • Auto-bilingual — switches Spanish↔English per customer
  • Every call transcribed + recorded on the job for the adjuster
  • Charges storm trip fee ($299) by card on the call
  • Auto-creates CRM lead with hail photo if customer uploads it
Saturday 2:43 a.m. Plano hail storm. Your line rings 14 times in 3 hours — you sleep. Olynx Calls captures all 14 leads: name, address, carrier (Allstate, State Farm, Travelers), claim # when known, hail photos. Monday 7 a.m. you have 14 inspections booked with $4,186 in trip fees already charged.
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04

16 min

from inspection to paid vs 12 days by email

Branded web proposals with e-signature

Send PDF by email at 5 p.m. Customer is "reviewing it" for 2 weeks. They call you day 10 to say they signed with someone else. You lose the job you already quoted because of slow follow-up.

Olynx turns your estimate into a branded web proposal (logo, colors, current-roof cover photo) with an HMAC-signed link — customer needs no account. They view, sign with finger, and pay with Stripe in one flow. Real-time tracking: viewed / signed / paid lands as push on your phone.

  • Branded template with your logo, colors, license and insurance
  • Side-by-side options (architectural vs metal vs tile) with prices + warranty
  • Embedded past-projects gallery (social proof)
  • HMAC-signed link — customer needs no account
  • Finger e-signature valid in all 50 states
  • Stripe in the same flow — sign and pay in 1 minute
  • Live tracking: viewed / signed / paid as push
  • Optional upsells (gutter guards, attic insulation) customer ticks
Inspect Mrs. Martínez's roof 11:40 a.m. Text proposal 11:55. Push notification 12:03 — "Mrs. Martínez viewed". 12:08 — "Mrs. Martínez signed". 12:11 — "Paid $1,800 deposit". By the time you climb in the truck, the job is closed.
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05

live

budget vs actual, not at close

Project Mode + live Budget vs Actual

The job lives in 6 places: WhatsApp, Excel, Drive, email, foreman's calendar, your head. Mid-job you don't know if you're on budget or already lost $3K. You find out at close — when nothing can be fixed.

Each project = one page with sub-tabs (Overview, Billing, Financials, Time, Photos, Tasks, Daily Reports, Materials, Change Orders, Permits, Safety). Budget vs Actual in real time — every expense, time-log, invoice, sub bill hits margin instantly. Green 🟢 when on track, red 🔴 when a sub over-bills.

  • Per-project sub-tabs: Overview, Billing, Financials, Time, Photos, Tasks, Daily Reports, Materials, COs, Permits, Safety
  • Live Budget vs Actual: % used vs % completed with visual stoplight
  • Earned Value Management: SPI, CPI, EAC forecast
  • Daily reports with weather + crew + work performed signed by foreman
  • Permit tracker with AHJ + scheduled inspection
  • Per-project photo bank with timestamp + GPS
  • Signed change orders auto-bump contract value
Mrs. Park's job ($14,200 budget). Day 3: foreman uploads 18 photos, marks 40% progress. Olynx sees: materials $4,800 (33%), labor $3,200 (22%) = 39% budget spent vs 40% complete → 🟢 green. Day 5: sub bills $2,400 extra (found mold under the decking) → 🟡 stoplight. You approve CO to customer from phone before continuing.
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06

48 hr

to homeowner $0 (carrier 18 days)

Insurance claim packet + homeowner pay

Insurance job: finish Wednesday, send paperwork to carrier Friday (because your admin is part-time), Allstate reviews in 3 weeks, pays in 6. Customer should pay their deductible but feels awkward. Cashflow dies.

Olynx separates homeowner billing (deposit + balance via Stripe) from carrier billing (claim packet with pre/post photos + xactimate-style line items + scope sheet). Stripe Connect auto-splits to subs. Late fees auto-calculated. All reconciles 2-way with QuickBooks Online — no double-entry.

  • Per-claim tracking: carrier, adjuster, claim #, deductible, approved supplements
  • Auto-generated claim packet with before/after photos + xactimate-style line items
  • Homeowner deposit by SMS link, balance after final inspection passes
  • Stripe Connect auto-splits to subs by percentage
  • Late fees auto-calculated after 30/45 days
  • Client Portal (HMAC) — customer sees progress + photos + pays
  • 2-way QuickBooks Online reconciliation (OAuth)
Mrs. Park's job closes (Allstate, $14,200 RCV, $2,500 deductible). Crew uploads 24 final photos. Olynx packs the Allstate claim with scope sheet, bills $11,700, and simultaneously charges the $2,500 deductible with SMS link. Mrs. Park pays Apple Pay in 90 sec. Allstate ACH 18 days later. Balance to zero in 48 hrs + 18 days.
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07

0

"where are you?" calls

Live Map + Crew Tracking

"Where's the foreman?" "Did they make it to the job?" "Why are they taking 5 hours for what should be 3?" You spend the day on the phone chasing crews instead of closing deals.

Live GPS map with real-time location of each crew (geolocation API). Click a pin → who they are, what job, how long since clock-in. Live job costing (hours × rate per project). Predictive payroll with next-period forecast.

  • Live GPS map with pin per crew + foreman
  • Click pin → identity, project, time since clock-in
  • Live job costing: hours × rate impacts budget in real-time
  • Time off + crew rosters + payroll dashboard
  • Predictive payroll: next-period forecast
  • Alerts if crew doesn't arrive 30 min past ETA
10:42 a.m. Open Olynx. Map: green pin Crew A at Smith residence (4h 12min on clock-in) — on track. Yellow pin Crew B at Henderson (6h 30min — should be 4h max) — something's up. Click → foreman says "found rotted decking, calling you in 5". CO to customer in 8 min.
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08

$520

/wk saved on buddy-punching

GPS Time Clock + offline Company Camera

Buddy-punching: a crew member's cousin clocks in from the kitchen. Payroll inflated $400-$800/week. Customer claims "nobody was here yesterday" and you have no timestamped photo to defend yourself. No signal at the jobsite and everything is lost.

Giant "Clock In" button → captures lat/lng + photo + timestamp + auto-assigns to active project. Overtime detection (>8hr/day or >40hr/wk). Camera with timestamp + GPS + logo watermark, annotation canvas (draw arrows on photos). PowerSync = local SQLite on the phone → everything works without signal and silently syncs when back online.

  • Clock In with photo + GPS — buddy-punching impossible
  • Auto-assigns to active project (no manual selection)
  • OT detection >8hr/day or >40hr/wk
  • Per-shift notes (weather, equipment, safety)
  • Company camera: timestamp + GPS + watermark + annotation
  • Auto before/after pairing per project
  • PowerSync offline — works without signal on the jobsite
Rural job, no signal. Crew clocks in 6:58 a.m. with photo + GPS. They snap 47 photos before/during/after with timestamp and watermark. Clock out 4:12 p.m. (8 hr 14 min). When they hit town at 5 p.m. and get signal, everything silently syncs to Olynx. Monday you present full report to customer and to payroll.
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Just another Tuesday.

  1. 06:45

    Coffee + dashboard

    3 new overnight leads (AI receptionist captured them). 2 are post-storm emergencies — you approve and route to the on-call tech.

  2. 08:20

    On-site inspection

    Mrs. Pérez. Fly drone, snap 18 photos, open Olynx and trace the outline. Take-off + proposal ready in 12 minutes.

  3. 11:30

    Driveway close

    Text the proposal. Mrs. Pérez signs from her phone and pays a $2,400 deposit. As you get in the truck, it's on the crew calendar for Thursday.

  4. 14:50

    Map supervision

    Live map: crew A is 60% through the Hernández job in Frisco; crew B arrived in Plano 12 min ago. Without making a single call.

  5. 17:15

    Day close

    Crew B closes the Plano job, uploads final photos. Olynx packages the Allstate claim, invoices the homeowner, syncs to QuickBooks — without you touching anything.

FAQ

What roofing contractors ask most.

  • Not for typical residential roofs. Olynx take-off measures area and pitch directly from satellite imagery. For complex insurance reports you can still use it and attach the PDF to the job.

  • Yes. You can log carrier, claim number, deductible and supplements on the job, plus attach before/after photos for the adjuster.

  • Yes. From the mobile app they generate a payment link, the customer pays by card and the deposit auto-reconciles.

Ready to scale?

Join thousands of service professionals who use Olynx to grow and manage their operations without the growing pains.

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